Bouldercentre For Orthopedics, P.C. Profit Sharing Plan — Form 5500 plan (Bouldercentre For Orthopedics, P.C.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bouldercentre For Orthopedics, P.C. Profit Sharing Plan is a benefit plan reported by Bouldercentre For Orthopedics, P.C. under EIN 84-0614901 and plan number 002. The latest loaded filing year is 2023. The filing reports 140 participants and $12,718,808 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bouldercentre For Orthopedics, P.C.
- EIN
- 84-0614901
- Plan number
- 002
- Plan type
- 2
- Location
- Boulder, CO
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $12,718,808
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20241015102621NAL0055569186001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,718,808
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,718,808
- Net assets (BOY)
- $10,495,885
Income & contributions
- Employer contributions
- $466,288
- Participant contributions
- $774,196
- Total contributions
- $1,325,967
- Total income / additions
- $2,806,329
Expenses & distributions
- Benefits paid
- $517,034
- Administrative expenses
- $66,372
- Total expenses
- $583,406
- Net increase / (decrease)
- $2,222,923
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $31,972 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISER | $0 | $14,068 | 2023 |
| Ascensus Holdings | CONTRACT ADMIN | $5,395 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $5,304 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | ADVISER | $0 | $428 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bouldercentre For Orthopedics, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Boulder, CO
- Empower Annuity Insurance Co — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Ascensus Holdings — Schedule C compensation
- Empower Advisory Group — Schedule C compensation
- Morgan Stanley — Schedule C compensation